Actionstep

Actionstep is ranked #13 of 141 in legal practice management software on The Geeks Club, made by Actionstep (Denver, Colorado, United States). It runs on Android, iOS. There is no free plan.

Actionstep plans and pricing

All plans
Practice Management Not published Matter and case management · Client intake and form management · Document management and assembly · Client portal · Workflow automation · Billing and trust accounting actionstep.com · 27 Sept 2026
Legal Accounting Not published General ledger · Banking and reconciliation · Accounts payable and receivable · Trust accounting · Financial reporting · Payments actionstep.com · 27 Sept 2026
Builder Not published Legal document template builder · Matter-data population · Conditional fields · Microsoft Word integration actionstep.com · 27 Sept 2026
Capture Not published Client intake forms · Embeddable webforms · Document and contact collection · Matter data mapping actionstep.com · 27 Sept 2026
Trace – AI Time Capture Not published Passive activity capture · AI-drafted time narratives · Automatic matter mapping · Native module actionstep.com · 21 Sept 2026
Acumen – Embedded Analytics Not published Pre-built dashboards · Standardized metrics · AI-powered questions and explanations · Role-based access actionstep.com · 21 Sept 2026

Compared on legal practice management software

Free plan
No
Trust accounting
Yes

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